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Record Picker

  • 1.  Record Picker

    Posted 17 days ago
    I have one table that contains certificate numbers and then I have another table that has customers.  When adding or editing a customer, you can use the record picker to select the certificate that the customer is calling in about.  How can I then lock that certificate so that it cannot be selected again by another customer?  What I am running into, is more than one customer has the same certificate chosen, which cannot be possible.



    Thank you!!!!

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    Kim Cameron
    Admin/Sales
    Vacation Tour & Travel
    Conway AR
    15013295434
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  • 2.  RE: Record Picker

    Posted 17 days ago

    np,
    you have the Relationship. 
    One Certificate has Many Customers. 


    Make a summary to count customers. 


    Make a report called Available certificates filtered where [# customers] =0

    set the form to use that report for the drop down field on the form. 



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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Record Picker

    Posted 17 days ago
    Thank you so much....we are really fortunate to have you for help....

    ------------------------------
    Kim Cameron
    Admin/Sales
    Vacation Tour & Travel
    Conway AR
    15013295434
    ------------------------------